Form 5500 · Employee benefit plan · PORTAGE, IN
FRONIUS USA, LLC
The filing calls this plan FRONIUS USA, LLC HEALTH AND WELFARE PLAN.
FRONIUS USA, LLC of PORTAGE, IN insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through ANTHEM INSURANCE COMPANIES, INC. and 2 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0036744 · plan 525 · plan year 2025, filed Feb 12, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, vision, life and disability; the largest, with ANTHEM INSURANCE COMPANIES, INC., covers 372 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $2,455,992, with $87,944 in disclosed broker commissions — about 3.6% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 3 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Health, Vision | 372 | Aug 1, 2025 | $2,321,296 | $66,735 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 205 | Aug 1, 2025 | $124,490 | $19,678 |
| UNUM INSURANCE COMPANY | — | 25 | Aug 1, 2025 | $10,206 | $1,531 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 200 employees, 1 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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